|
1
|
|
$127M
|
+$8.69M
|
+291,260
|
+7%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$85.2M
|
-$58.9K
|
-1,973
|
-0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$67.9M
|
-$1.68M
|
-56,183
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$56.9M
|
+$21.2M
|
+711,107
|
+59%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$50.6M
|
+$3.42M
|
+114,466
|
+7%
|
|
|
6
|
WMS Partners
Towson,
Maryland
|
$37.2M
|
+$13.1M
|
+439,814
|
+54%
|
|
|
7
|
Arvest Trust
Bartlesville,
Oklahoma
|
$35.3M
|
+$699K
|
+23,419
|
+2%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$32.2M
|
+$480K
|
+16,101
|
+2%
|
|
|
9
|
1900 Wealth Management
San Antonio,
Texas
|
$30.3M
|
-$187K
|
-6,281
|
-0.6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.2M
|
+$13.7M
|
+459,084
|
+88%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
-$11.4M
|
-382,262
|
-29%
|
|
|
12
|
|
$24.8M
|
+$21.9K
|
+735
|
+0.1%
|
|
|
13
|
|
$20.7M
|
+$1.98M
|
+66,262
|
+11%
|
|
|
14
|
Prism Advisors
Studio City,
California
|
$19.7M
|
+$211K
|
+7,068
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$1.22M
|
+40,832
|
+10%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$401K
|
+13,428
|
+4%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$9.15M
|
+$309K
|
+10,358
|
+3%
|
|
|
18
|
Strategic Financial Services
Utica,
New York
|
$8.14M
|
-$114K
|
-3,815
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8M
|
-$2.5M
|
-83,901
|
-24%
|
|
|
20
|
GFG Capital
Miami,
Florida
|
$7.72M
|
+$2.5M
|
+83,832
|
+60%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$6.58M
|
-$70.7K
|
-2,368
|
-1%
|
|
|
22
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.46M
|
+$42.2K
|
+1,415
|
+0.7%
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.74M
|
+$289K
|
+9,701
|
+5%
|
|
|
24
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$5.36M
|
+$257K
|
+8,628
|
+5%
|
|
|
25
|
Archford Capital Strategies
Swansea,
Illinois
|
$5.3M
|
+$2.12M
|
+71,002
|
+66%
|
|
